Traditional/Streaming Live TV Providers Losses, 2nd Quarter 2025 Edition

[Bruce]

Verizon Fios is up first, a loss of 66,000, 8,000 increase from 1st Quarter.

Charter is up Friday, Comcast a week from Tomorrow.

Verizon beats Wall Street expectations during Q2, despite shedding customers

Verizon beat Wall Street expectations during Q2, but continues to see pressure from rival telecoms, including fixed wireless broadband solutions.

thedesk.net

 

[Bruce]

Nothing to do with TV, but the 5G services just reported an over 900,000 gain, which would translate to more losses for Cable Providers.

I also recently left Charter for fiber, just two days ago.

AT&T, Verizon, and T-Mobile Add 932,000 5G Home Internet Customers in Just 3 Months as Comcast & Spectrum Feel The Cord-Cutting 2.0 Pain | Cord Cutters News

In a seismic shift for the U.S. telecommunications AT&T, Verizon, and T-Mobile collectively added 932,000 5G Home Internet subscribers in the second quarter of 2025, capitalizing on the growing trend of “Cord-Cutting 2.0.” This surge underscores the increasing consumer preference for wireless...

cordcuttersnews.com

 

[Bruce]

Charter/Spectrum lost 80,000 TV Subscribers, much better number than last quarter.

But also lost 117,000 broadband customers.

Spectrum Lost 117,000 Internet Customers & 80,000 TV Customers in Just 3 Months | Cord Cutters News

Charter Communications, operating under the Spectrum brand, reported a loss of 117,000 Internet customers and 80,000 TV customers in the second quarter of 2025, reflecting ongoing challenges in the broadband and video sectors. As of June 30, 2025, Charter served 29.9 million Internet customers...

cordcuttersnews.com

 

[savarese04]

the company saw robust growth in its mobile segment, adding 500,000 mobile lines, bringing the total to 10.9 million. This comes as Spectrum has been offering a free wireless line to new customers for a year

Can't wait to see how many mobile subs they retain once these free lines start expiring

 

[Bruce]

Comcast lost another 325,000 TV subscribers.

Along with 226,000 Broadband customers.

What that shows is, since the 5G Services ( all 3 combined) gained a little under a million, Comcast/Charter is not just losing subscribers, but all of the new subscribers ( first time home owners for one example) are picking the new alternatives instead.

On the TV side, no real change, people are still leaving, more and more realize all the new content is elsewhere, not on traditional Paid Live TV.

Total TV Subscribers Lost so far in the 2nd Quarter with just three companies reporting -467,000

https://www.cnbc.com/2025/07/31/comcast-cmcsa-earnings-q2-2025.html

 

[AZ.]

Comcast lost another 325,000 TV subscribers.

Along with 226,000 Broadband customers.

What that shows is, since the 5G Services ( all 3 combined) gained a little under a million, Comcast/Charter is not just losing subscribers, but all of the new subscribers ( first time home owners for one example) are picking the new alternatives instead.

On the TV side, no real change, people are still leaving, more and more realize all the new content is elsewhere, not on traditional Paid Live TV.

Total TV Subscribers Lost so far in the 2nd Quarter with just three companies reporting -467,000

https://www.cnbc.com/2025/07/31/comcast-cmcsa-earnings-q2-2025.html

Can you tell if they are leaving because of price? 5G is very reasonable compared to the prices I see people paying for cable internet

 

[b4pjoe]

Comcast lost another 325,000 TV subscribers.

Along with 226,000 Broadband customers.

What that shows is, since the 5G Services ( all 3 combined) gained a little under a million, Comcast/Charter is not just losing subscribers, but all of the new subscribers ( first time home owners for one example) are picking the new alternatives instead.

On the TV side, no real change, people are still leaving, more and more realize all the new content is elsewhere, not on traditional Paid Live TV.

Total TV Subscribers Lost so far in the 2nd Quarter with just three companies reporting -467,000

https://www.cnbc.com/2025/07/31/comcast-cmcsa-earnings-q2-2025.html

And they just keeping shooting their self in the foot.

Comcast confirms Marquee Sports Network move to premium tier

 

[Bruce]

Can you tell if they are leaving because of price? 5G is very reasonable compared to the prices I see people paying for cable internet

Considering what I view, both from 5G and Fiber, yes, I would assume it is pricing, along with the better service (Fiber of course).

Along with both Comcast/Charter treating their customers like absolute ****, which causes even more to leave.

My story is an example of that, about 2 years ago, Charter/Spectrum started to offer better pricing nationwide, said all current customers were eligible, I called up, said I was not eligible.

Now, Fiber became available in my neighborhood, immediately switch, all of a sudden, now we will give you the better price, yes, it was about $10 less than what I am paying for Fiber, but since they refused 2 years ago, there is no way I would switch back to them, their actions ruined that.

 

[Bruce]

Considering what I view, both from 5G and Fiber, yes, I would assume it is pricing, along with the better service (Fiber of course).

Along with both Comcast/Charter treating their customers like absolute ****, which causes even more to leave.

My story is an example of that, about 2 years ago, Charter/Spectrum started to offer better pricing nationwide, said all current customers were eligible, I called up, said I was not eligible.

Now, Fiber became available in my neighborhood, immediately switch, all of a sudden, now we will give you the better price, yes, it was about $10 less than what I am paying for Fiber, but since they refused 2 years ago, there is no way I would switch back to them, their actions ruined that.

Speaking of this, Charter just called be again this morning, new offer of $50 a month for gigabit.